How Donor-Advised Funds Can Help with Year-end Planning: "They can be established very quickly, are easy to explain to clients and simple for them to use, have many tax benefits, appeal to a wide variety of donors, and there is no charge to create them. DAFs now outnumber private foundations by nearly three to one.
The end of the year is when many DAF accounts are established and when many clients contribute to their already-established DAFs. This is largely because clients: 1. Meet with their CPAs and other advisors to do year-end tax planning and discuss any recent or anticipated liquidity events;"
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